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Sriker Nadipuram
Founding member of Critical Value Asset Management and a long/short equity investor focused on biotechnology and pharmaceuticals, offering detailed research-based investment perspectives on drug-market dynamics.
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Jan 15, 2026
• 1h 1min
EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)
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Sriker Nadipuram, a founding member of Critical Value Asset Management, dives into Eli Lilly's groundbreaking oral GLP-1 treatment. He discusses its potential to transform the obesity market, emphasizing that effective delivery systems drive adoption more than mere efficacy. The conversation also covers how pharmacy benefit managers influence drug selection, the misleading nature of list prices, and the broader economic implications of obesity treatments. Sriker provides insights on market dynamics, competitive landscape, and why he's bullish on Lilly's growthtrajectory.
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